Despite warnings of inflated valuations, leading AI investors argue that the current surge in artificial intelligence is sparking unprecedented innovation and attracting top talent from tech giants.AI Bubble Seen As Catalyst For Innovation, Talent MigrationAt the Fortune Brainstorm AI conference,... Read more
Benzinga - Dec 22
That's a good sign, right? Read more
Gizmodo - Dec 15
Hani Redha, Head of Strategy and Research for Global Multi-Asset at PineBridge Investments, explains why he's remaining overweight on U.S. tech, saying that valuations are "very well anchored". He advises against fading the AI theme just yet. He adds that investors should be "much more selective"... Read more
Cnbc - Dec 11Private AI looks overstretched, with valuations and growth expectations feeding each other instead of reflecting the underlying business reality. Read more
Insider - Dec 05
Kevin Liu, chief offshore China and overseas strategist at CICC, says there is still a way to go before AI demand, investments, and valuations reach the levels seen at the peak of the dotcom-era bubble. He also says China is rapidly closing the gap with the US in AI chip and software technology. Read more
Cnbc - Dec 05
Anthropic's CEO shared his thoughts on the economics of AI and the risk-taking of competitors, saying some were "YOLO-ing" with regard to spending. Read more
Tech Crunch - Dec 04
“Is this 2000? Are we in a bubble? No,” BofA’s strategy chief Savita Subramanian said. “Will AI continue in unfettered leadership? No.” Read more
Fortune - Dec 03
Andrew Bailey, the central bank governor, says an asset price correction on the valuation of tech firms could upend the credit markets Read more
The Times - Dec 02Alibaba CEO Eddie Wu brushed off AI bubble fears and said that the Chinese tech giant plans to invest aggressively in AI. Read more
Business Insider - Nov 26
“The now common view,” according to the NYU Stern School of Business professor emeritus, “is incorrect over the medium term.” Read more
Fortune - Nov 25
